We can help with your goals.
This can be anything on your list that you want to do!
When we meet with individuals, couples, or families, the focus can vary depending on the purpose of the investment strategy. We formulate systematic investment and savings plans to help you save for special projects and goals. These may include broader retirement goals or unique objectives such as college savings, second homes, significant trips, etc.
We all need resources to maintain our style of living during retirement. In consultation with your outside counsel, we can formulate a plan to optimize your income based on your resources to allow you to have what you need in a way that is tax-efficient.
Clients deserve a high-quality, well-diversified investment portfolio balanced from a risk-tolerance perspective. We are independent and work with industry-leading experts to ensure that your portfolio structure is in line with your goals and aligned with the outlook of the markets.
Wealth Accumulation Strategies
We formulate systematic savings plans to help you save for special projects and goals. These may include broader retirement goals or unique objectives such as college savings, second homes, significant trips, or anything on your list of things you want to do.
With skyrocketing costs of higher education, it is essential to plan early if you are inclined to help your children with these costs. We help you plan for any scenario your child may face. Flexible plans and funding options are part of how we help you navigate this part of your financial life.
Estate and Contingency Planning
We want to help you through this process so that you are comfortable and understand how it fits into your financial plan. By partnering with the legal community, we ensure that your estate and contingency planning activities are consistent and in line with the financial plan you have built. If you do not have a legal team, we will help you find one.
Tax issues can be challenging to navigate. Whether you need to find ways to save on income taxation, you do not want your loved ones to have to deal with estates, or other tax problems, we can create strategies to help you accomplish your goal. In consultation with your tax professionals, we work hand-in-hand to ensure that your money is saved.
Special Needs Planning
Life happens, and particular circumstances arise. We have expertise in planning for special needs situations, including caring for a loved one with a disability, protecting loved ones from creditors or other potential sources of an invasive nature, or navigating through unexpected events that may put your financial security at risk. We are well versed in Medicaid planning situations and have the first-hand experience to help you navigate these complicated matters.
Do you have a small business and need retirement and investment planning?
For business owners, we can help provide you and your employees with solutions for small businesses that allow you to save on your behalf and provide an employer-sponsored benefit to reward and incentivize your employees.